Tag Archives | RMD
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Thank You, Ed Slott and Financial Advisor Magazine!

Thank you to America’s IRA Expert Ed Slott, CPA and to Financial Advisor magazine for hosting the incredibly informative June 9 webcast answering advisors’ questions on the 2020 retirement tax rules. Ed Slott, if you are not familiar with his name, is widely regarded by financial planners as the expert’s expert when it comes to […]

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Need To Take RMDs This Year From Your IRA? You Can Chill. We’re On It.

What’s at the top of our to-do list this month? It’s time to take care of RMDs (Required Minimum Distributions) from your IRAs if you’re age 70½ or over, or are the beneficiary of an Inherited IRA. What’s the deal? We’ve already alerted clients who need to start their RMDs IRA next year. There’s nothing […]

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Use Your IRA To Support Your Favorite Charity

There’s a clever new way you can have your cake and eat it too. We’re talking about updated tax rules allowing you to gift a portion of your IRA funds to your favorite charity, which will help you feel good and save on taxes, too. Here’s how. If you are age 70 1/2 or older […]

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